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1,525 hedge funds and large institutions have $61.7B invested in SLB Ltd in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 533 increasing their positions, 602 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,5021,525 (+23)

0.19% more ownership

Funds ownership: 82.93%83.11% (+0.19%)

10% less capital invested

Capital invested by funds: $68.9B → $61.7B (-$7.18B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 602

27% less call options, than puts

Call options by funds: $816M | Put options by funds: $1.12B

44% less funds holding in top 10

Funds holding in top 10: 5430 (-24)

Holders
1,525
Holders Change
+23
Holders Change %
+1.53%
% of All Funds
22.23%
Holding in Top 10
30
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-44.44%
% of All Funds
0.44%
New
192
Increased
533
Reduced
602
Closed
146
Calls
$816M
Puts
$1.12B
Net Calls
-$307M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$396M +$7.98M +146,815 +2%
UBS AM
27
UBS AM
Illinois
$389M +$7M +128,754 +2%
Invesco
28
Invesco
Georgia
$371M -$67.4M -1,239,498 -15%
Artisan Partners
29
Artisan Partners
Wisconsin
$336M -$63.2M -1,162,655 -15%
AllianceBernstein
30
AllianceBernstein
Tennessee
$332M -$16.1M -296,930 -4%
Bessemer Group
31
Bessemer Group
New Jersey
$327M -$8.36M -153,807 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$320M -$33.4M -614,159 -9%
American Century Companies
33
American Century Companies
Missouri
$300M +$15.7M +288,969 +5%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$284M -$3.36M -61,897 -1%
N
35
Nuveen
North Carolina
$272M -$36.2M -665,614 -11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$268M +$12.9M +237,578 +5%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$267M +$21.6M +396,903 +8%
AIM
38
Allen Investment Management
New York
$250M -$3.77M -69,386 -1%
Barclays
39
Barclays
United Kingdom
$242M +$35.8M +659,364 +17%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$240M +$76.1M +1,400,928 +44%
Swiss National Bank
41
Swiss National Bank
Switzerland
$231M -$7.64M -140,500 -3%
Winslow Capital Management
42
Winslow Capital Management
Minnesota
$226M +$236M +4,344,141 +123,063%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$222M -$20.6M -378,591 -8%
Capital Research Global Investors
44
Capital Research Global Investors
California
$217M -$135M -2,482,101 -37%
Principal Financial Group
45
Principal Financial Group
Iowa
$215M -$26.5M -487,243 -11%
FMI
46
Fiduciary Management Inc
Wisconsin
$214M -$4.28M -78,750 -2%
Millennium Management
47
Millennium Management
New York
$213M +$180M +3,309,227 +417%
Ameriprise
48
Ameriprise
Minnesota
$209M -$2.42M -44,531 -1%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$205M +$194M +3,565,147 +938%
CWP
50
Capital Wealth Planning
Florida
$190M -$103M -1,901,342 -34%

SLB Hedge Fund Activity: Q4 2023 in Review

1,525 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2023, worth a combined $61.7B — down 10% from $68.9B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SLB positions and 146 closed out — a net gain of 46 holders — while 533 added to existing stakes and 602 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $456M.

  • 1,525 institutional investors held SLB Ltd (SLB) as of Q4 2023, up from 1,502 in Q3 2023.
  • Funds reported $61.7B of SLB Ltd stock for Q4 2023, down 10% quarter-over-quarter.
  • 192 funds opened new SLB Ltd positions in Q4 2023 and 146 closed out, a net change of +46 holders.
  • The largest SLB Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $1.03B added.
  • The largest SLB Ltd seller in Q4 2023 was Wellington Management Group, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2023.